Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals cover image

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Latest episodes

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Jan 27, 2022 • 31min

What No Code / Low Code Means for Accounting Firms

Working with some pretty great people trying to change the way accounting services are delivered to Canadians. We're always hiring for a few different roles. Check out our careers page to find out more. www.liveca.ca/careers On a more personal note, here are some pics as we travel North America full time in an RV: https://www.instagram.com/chaddaviscdn
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Jan 21, 2022 • 50min

How To Start & Open Your Own Bookkeeping Business

LEARN TOP ECOMMERCE ACCOUNTING AND CASH MANAGEMENT STRATEGIES ► When you are running a 7-figure eCommerce business, you need clarity and confidence in your finances in order to make informed business decisions so that you can grow your business. Many sellers obsess over top-line revenue when they should be obsessing over their profit margins and cashflow. It doesn’t matter how great your sales numbers are if you are losing money on each order. Therefore, knowing your profit margins is key to staying in business for the long haul. Here are 5 actionable strategies for improving your profit margins: ❶ Get clear on your most and least profitable products ❷ Reduce unnecessary operating expenses across the board ❸ Create a strategy for improving profit margins for your least profitable products ➍ Maximize sales from your most profitable products ❺ Get better at inventory management When you do these right you’ll accelerate your ability to scale to 8-figures and put your business in a better position for a potential exit. If you are in need of improving your financial literacy, developing efficient and repeatable systems to manage your business finances then: DM me for a free copy of our Xero toolkit for eCommerce businesses and our eCommerce accounting guide.
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Jan 13, 2022 • 38min

The Systems Essential to Accounting Firm Growth

I help businesses scale and grow by implementing efficient business infrastructure, processes and systems. My team and I are experts at creating, documenting and implementing processes and procedures in small/medium size companies. We work with companies that want to scale and expand as well as companies that are gearing up for transition. You can reach me at 503.750.0955 or adi@BizSuccessCG.com
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Dec 23, 2021 • 27min

How This Practice Broke 7 Figures through Rapid Experimentation

Business | Legal | Tax | Charity Lawyer | CPA | Advisor Cool buzzwords… but what do I really do? - I’m an architect; I help hopeful entrepreneurs plan and execute their dream businesses. - I’m a thrift store; I find tax savings you didn’t know were possible. - I’m an engineer; I help you design systems and processes that work for you so you can work on your business. - I’m a physician; I diagnosis legal ailments and prescribe practical steps to achieve realistic outcomes. - I’m an agent; I’ll help you make sure that you’re buying or selling the right business, the right way. - I’m a matchmaker; I’ll find you the right person to solve any problems I can’t help with. www.bossadv.com
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Dec 16, 2021 • 46min

How to Win 2022 (The Big Trends)

I'm an entrepreneurial accountant and writer specializing in cloud accounting technology. I was honored to be named a "40 Under 40" in the accounting profession by CPA Practice Advisor in 2016 and 2017. I'm also co-host of the Cloud Accounting Podcast (http://www.cloudaccountingpodcast.com), a weekly news round-up for accountants, bookkeepers, developers, and anyone interested in the future of the accounting profession. Before joining FloQast, I worked as a Manager in the Outsourced Finance & Accounting division of Armanino LLP, California's largest homegrown consulting and accounting firm. I originally made a name for myself by founding and growing Cloudsourced Accounting, an online bookkeeping service with a mission to disrupt the business models of traditional CPA firms and freelance bookkeepers. The firm was an early adopter of cloud accounting apps such as Xero, Bill.com, and Expensify, which enabled my staff and clients to collaborate 100% remotely. Aprio Cloud acquired Cloudsourced Accounting in 2015.
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Dec 9, 2021 • 28min

The Better Way to Approach Advisory Conversations from the “Advisory Guy”

Go to www.completeadvisorysolution.com and watch the video What is Advisory If you want to talk to someone who knows what they are talking about and has been there and done it and isn’t going to talk a load of stuff and nonsense then reach out and connect on LinkedIn MD of F3C Advantage Limited where we work with accountancy practices of all shapes and sizes If you want to get serious about developing Advisory Services contact me I also hold several consultancy and NED roles with a number of SME’s I’ve been the New Business Director in a Regional Practice where we tripled the GRF of the office in two years by focusing on an Advisory Led approach. And an Advisory Partner in a Top Ten Firm where I trained over 100 partners and managers in the nuances and practicalities of client advisory before setting up F3C. So, I reckon I’ve got a pretty good fix on what clients want from accountants plus a pretty a good fix on what accountants feel about Advisory and why to date so many dabble rather than get serious. For Accountants that want to get serious about delivering client centric advisory services - Go to www.completeadvisorysolution.com and watch the video What is Advisory
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Dec 2, 2021 • 23min

What an Outsourcing Expert Says You Need to do Before Hiring a Firm

"Accountants change lives, but not by producing a set of accounts" This philosophy has driven everything I work towards. By way of background I qualified as an ICAEW Chartered Accountant and a Chartered Tax Adviser. I started with a regional practice, Rabjohns LLP (now Bishop Fleming) in Worcester before joining Ernst & Young and KPMG where I worked up to management. After over a decade of professional experience, I decided to develop a professional accountancy outsourcing company and this has been a driving passion since I started the business in 2003. I am permanently based in the UK and available for our clients to speak to about their customer experience. We enable forward thinking accountants in practice increase profits and deliver better service to clients by delivering accounting and tax compliance services from our offshore centres, enabling firms to deliver more value-added services. Our World-Class delivery systems ensure that firms receive consistent service. We also provide back-office accounting services for large plc corporate clients including accounts payable and receivable. Our team care passionately about delivering a high quality service to our clients across the UK, Australia and North America and this approach is driven through all aspects of our business, delivering world-class service driven through technology. We lead change in our Industry and are certified for Information Security for ISO27001:2013, the latest security standard for our industry and ISO9001:2015 for Quality Management. Our systems are also designed to comply with GDPR requirements and are certified to BS10012 for Personal Information Management. We are the first specialist Accountancy Outsourcer in the World to hold the latest International Quality, Security and Business Continuity Standards. If you'd like to explore how AdvanceTrack can help your Accountancy firm, use the link below to book your Discovery meeting.
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Nov 18, 2021 • 34min

How to Use "Leveraged Accounting Advisory" to Build a 4-Day Work Week

Exclusive mentoring and training for accountants, business advisors, and consultants. Discover the proven methodology that generates better clients, gets you 10 hours a week back, systemises your practice and enables you to scale. 💥DO YOU WANT A FREEDOM PRACTICE THAT GIVES YOU MONEY, MEANING AND TIME? 💥 Your ability to create a practice that delivers the kind of life you truly desire hinges on the kind of clients you attract, the way you deliver your services and how you run your practice. This is where we come in. 💥WHAT DO YOU NEED HELP WITH? 💥 ✔️ Building the number of advisory clients you have ✔️ Getting better clients ✔️ Pricing your services ✔️ Marketing and sales training ✔️ Niching your practice ✔️ Being seen as the go-to expert ✔️ Differentiating yourself from other firms ✔️ Having proposals signed fast ✔️ Leveraging your advisory offering ✔️ Creating a freedom practice 💥 WHAT IS OUR OFFER? 💥 👉 THE BOOKS Get access to the accountant's guide to get high-value clients - a roadmap of how to use sales and marketing in your accounting firm. Visit - www.oopmf.global/book for a copy of The Pioneering Practice. New book - It's here: Practice Growth Superpowers THE BOOK! Message me for a free copy. 👉THE TRAINING Join us for a no-pitch private workshop and discover what sales and marketing you can use in your accounting firm to attract quality prospects and get high value clients. Visit - https://oompf.global/webinar/ 👉THE PROGRAMME Click here to see the results and experience our clients achieve through our Momentum programme. Visit - https://oompf.global/success-stories/ WANT TO KNOW MORE? 🌐 www.oompf.global ✉️ amanda@oompf.global Message me now on LinkedIn with the word MOMENTUM to find out more
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Nov 11, 2021 • 34min

Talent Challenges? Stop Recruiting And Do This Instead!

Hi I'm Rob Brown, former high school math teacher, kickboxing blackbelt, stroke survivor, chess fan, part-time musician, teetotaller and committed Christian. Most of my work is in the accounting/CPA/fintech world in these 6 areas: ❶ BD/SALES TRAINING. Online webinars or in-house business development programs that train accountants/CPAs to become confident, effective and strategic work winners. Growth related sessions include prospecting, referrals, pipeline, cross-selling, personal branding, pitching, networking and closing. ❷ EVENT HOST & MODERATOR. Professional MC, event host, moderator, interviewer and chair for F2F/virtual conferences, summits and panels in the accounting and fintech world. Throughout the pandemic, I chaired 24 virtual panels with leaders of global accounting networks and alliances to discuss the key issues and challenges. View them here: https://bit.ly/acc-panels ❸ ACCOUNTABILITY COACH. 1-1 career mentoring for accountants/CPAS to ensure they hit their goals and accelerate their careers outside chargeable hours. This includes discretionary activities such as networking, profile raising, career development, winning business, personal branding, developing commercial acumen, speaking and writing etc. ❹ PODCAST CO-HOST. The top-rated ACCOUNTING INFLUENCERS PODCAST features daily segments featuring news, rants and expert interviews for accountants/CPAs and the accounting/fintech world who serve them. https://bit.ly/accinfpodcast ❺ INFLUENCER MARKETING. Accounting/fintech vendors and accounting networks/associations/alliances hire me as an 'accounting influencer' to generate interview-based video content (testimonials, case studies, staff bios, launches) for greater brand exposure, internal comms, audience engagement and product promotion. ❻ ACCOUNTING INFLUENCER ROUNDTABLE (AIR). With Martin Bissett, I co-chair a door-opening club of 50+ practitioners, experts and vendors who serve the accounting/fintech world. https://accountinginfluencers.com/ Finally, I'm the author of Amazon bestseller BUILD YOUR REPUTATION with global publishers WILEY. I'm a featured TEDx speaker and my talk THE PERSONAL BRAND OF YOU has generated close to 300K YouTube views. Personally, I have a diploma in accounting and coaching qualifications in 7 sports. I live in Nottingham (home of Robin Hood) with wife Amanda and 2 daughters. I'm a proud Yorkshireman, am allergic to grapefruit and cannot whistle or ice skate. I have epilepsy, am not allowed to drive and I play 4 musical instruments to an average standard. ☛ www.BDAcademy.pro ☏ +44(0) 7855 710 201
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Nov 4, 2021 • 29min

Is Self-Learning Tech the Future of Accounting Automation?

We help accounting/ERP software companies build automation solutions for data-entry from financial documents. Real-time, 100% algorithm driven delivery. Embedded in the UI of their software. https://developer.azora.one/

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